Hello community,
For the past few years trade receivable growth is higher than sales growth.
Is it because of the export being 60% of the business?
please help me understand this better.
Thanks
Invested
Hello community,
For the past few years trade receivable growth is higher than sales growth.
Is it because of the export being 60% of the business?
please help me understand this better.
Thanks
Invested
If I were you. I would remain invested in all these names - would check quarterly results to check the progress of the business. If growth keeps coming, why to exit!
If I were you. I would remain invested in all these names - would check quarterly results to check the progress of the business. If growth keeps coming, why to exit!
The increase in Capex cost from Q1FY24 to Q3FY24 was due to increase in planned capacity (reason gave by management) - not sure why they increased it again in Q4
The increase in Capex cost from Q1FY24 to Q3FY24 was due to increase in planned capacity (reason gave by management) - not sure why they increased it again in Q4
@Sudhakar_Subramanian Thanks for clarifying.
I think I have understood what you are suggesting. Let me clarify.
Typically, we do not consider short look back periods like 1week or 1 month or even 3 months as you might get spikes in data that lead you to wrong conclusion. 6m and 1y are normally considered balanced periods where we do not miss out the momentum, but at the same time do not get swayed by spikes in price. Our volatility factor will protect us from considering stocks with sudden spurts.
@Sudhakar_Subramanian Thanks for clarifying.
I think I have understood what you are suggesting. Let me clarify.
Typically, we do not consider short look back periods like 1week or 1 month or even 3 months as you might get spikes in data that lead you to wrong conclusion. 6m and 1y are normally considered balanced periods where we do not miss out the momentum, but at the same time do not get swayed by spikes in price. Our volatility factor will protect us from considering stocks with sudden spurts.
From what I have read that, the issuance of preferential share requires very less paperwork. I think it is more convenient for the management to raise money this way. I have also seen other SME and microcap stock doing same thing to raise money.
Bought more of Sanghvi movers and RACL.
Sanghvi movers the revenue expected to go up since they are venturing in to EPC. also the closest i have to wind energy proxy. My biggest realization is i missed out the renewables big time. Having made the initial allocation will wait for results to load up further
RACL the only auto ancillary company i have i my portfolio, having sold asahi earlier. Want to bring the allocation to a decent level and below 1100 was nice levels to add having missed at 200 and 400 (reason why we should study the story faster before the price gallops faster) will again look at the quarterly results to add further
Have sold very few quantities across many companies (aegis, vinati, praj skipper etc…) to raise cash.
Will also reduce my holdings in kotak at opportune time.
In the below tracker, I have started tracking important company goals for Senco Gold.These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-12.xlsx (128.5 KB)
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